Statim Holdings, Inc. (Duluth)

Statim Holdings, Inc. is an adviser based in Duluth. It manages $7.92 million of regulatory assets for 8 client accounts. It has been registered with the SEC as an adviser since 2007.

Statim Holdings provides financial planning services and portfolio management for individuals and small businesses. It prepares financial plans for less than 10 clients. On top of advisory services, the firm doesn't engage in other business activities.

Statim Holdings: assets under management

The assets under management (AUM) of Statim Holdings, Inc. is $7.92 million, all of which is managed in discretionary accounts. The firm's AUM has gone down by -72% since the beginning of its operation, and the company doesn't manage any assets belonging to foreign clients.

The firm manages $7.92 million in discretionary accounts. On average, the discretionary accounts where all decisions are made on behalf of the client hold $990.3 thousand each.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Statim Holdings, Inc. for their services and products based on a percentage of assets under management. Compensation based on assets under management promotes a long-term relationship between a client and the adviser and helps align mutual interests. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

Careers at Statim Holdings, Inc.

Joseph Allen Meyer has been acting as President since 1 May 2000. Joseph A Meyer joined the executive team most recently as the President.

Direct owners and executive officers

Name	Entity	Date acquired	Ownership	Employer ID
Joseph Allen Meyer	President	1 May 2000	75% - 100%	5300454
Joseph A Meyer	President	1 May 2000	75% - 100%	5300454

Based in Duluth

The principal office where Statim Holdings, Inc. performs its advisory services is located at 8120 Formby Court, Duluth, GA 30097 The mailing address of the firm is 3651 Peachtree Parkway, Suwanee, GA 30024. It doesn’t run an office outside of the United States.